❓ FAQ & Troubleshooting
Find answers to common questions and solutions to issues. Can't find what you need? Contact support.
Getting Started
Do I need to create an account?
No. "Start without account" gives you a temporary account tied to your browser session, so you can try everything straight away. Because it is tied to that session, clearing your cookies or switching device loses access to it — register an email and password once you want to keep the data.
Is Hooldbudget free?
The budgeting itself is free: unlimited periods, groups, transactions, repeating transactions, shopping lists and reports. A premium plan adds the collaboration side — running several virtual cards, sharing them and transferring money between them. See pricing for what is currently included.
How do I start budgeting?
Click "Start without account", create a virtual card, and begin logging transactions. See our Getting Started Guide.
Virtual Cards & Periods
How many virtual cards can I create?
The free plan runs on a single virtual card. Premium lets you add more, for as many separate pots as you actually need — two or three is a healthy setup. See the virtual cards guide.
Can I change my period start date?
Yes, you can modify period dates anytime. Be aware this may move transactions between periods.
What's the difference between period types?
"Period starts at specific day of the month" begins each period on the same date — set it to your payday. "Periods have a day range" uses a fixed number of days instead. Ticking "Create with a single infinite period" when you create the card gives you one period with no end date.
Transactions & Groups
Can I edit or delete transactions?
Yes, click on any transaction to edit or delete it. Changes update your balance immediately.
How do repeating transactions work?
Create once and they automatically appear in future periods. Perfect for rent, subscriptions, salary.
Can I move a transaction to a different group?
Yes, edit the transaction and select a different group from the dropdown.
Sharing & Collaboration
How do I share a budget with someone?
Go to the Cards page, select the card, and use the "Share your card" column. Enter their email, choose Editor or Viewer, and click Share.
What's the difference between Editor and Viewer?
Editors can add/edit/delete transactions. Viewers can only see data, not modify it.
Can I remove someone's access?
Yes. Everyone the card is shared with is listed under "Shared with" — the bin icon next to a person revokes their access straight away.
Technical Issues
My balance doesn't match reality. What do I do?
Use the "Sync" button under the card balance on the dashboard. It writes a correction entry so your tracked balance matches the real one. It is worth checking what went unlogged first — the Planning page usually shows which group is short.
I accidentally deleted a transaction. Can I recover it?
Deleted transactions cannot be recovered. You'll need to recreate it manually.
The app is slow. How can I fix it?
Try refreshing the page. If issues persist, clear your browser cache or try a different browser.
Data & Privacy
Is my financial data secure?
Your budget data is yours: we do not sell it and we do not share it with third parties. Hooldbudget never connects to your bank, so it holds no banking credentials — everything in it is what you logged or imported yourself. See the privacy policy for the details.
Can I export my data?
Yes. Go to Tools → Export transactions, pick a date range and download it as Excel or CSV.
Can I delete my account?
Yes, go to Settings and click "Delete Account". This permanently removes all your data.
Still Need Help?
Can't find the answer you're looking for? Contact our support team.
Contact Support